Generate A List Of Applicants To Follow Up From A Match

Margaret Lathwell
Margaret Lathwell
  • Updated

Follow the steps to generate a list of Applicants that have been sent out a match, but now need to be followed up.

Select Applicants tab from the top of Jupix. Then select Advanced Search.


Scroll down to Mailout Options Heading.

Select Follow Up Required next to Match Follow Up then select Search.


This will generate a list of all Applicant records who have Matches pending a follow up. Click to view an applicant record and select the Matches tab. Here you will see which Matches require a follow up.